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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

184 hedge funds and large institutions have $678M invested in Fidelity MSCI Financials Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
64
Reduced
56
Closed
15
Calls
$581K
Puts
–
Net Calls
+$581K
Net Calls Change
+$412K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.5M
2
Lido Advisors
2
Lido Advisors
California
$67.7M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.82M
4
EFL
4
ERn Financial LLC
Wisconsin
$4.83M
5
FSC
5
Full Sail Capital
Oklahoma
$27.3M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.6M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
FIM
4
Freedom Investment Management
Connecticut
$22.1M
5
HI
5
Harbour Investments
Wisconsin
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$36K 675 – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$36K 682 +62 +10%
GWMIA
153
Global Wealth Management Investment Advisory
Florida
$34K 640 +640 New
NFG
154
Next Financial Group
Texas
$33K 620 – –
MWM
155
Mascoma Wealth Management
New Hampshire
$32K 600 +600 New
First Manhattan
156
First Manhattan
New York
$29K 550 – –
FP
157
Financial Perspectives
Minnesota
$25.1K 468 +2 +0.4%
CTC
158
Central Trust Company
Missouri
$24K 440 – –
DAM
159
Delta Asset Management
Tennessee
$22K 411 – –
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$22K 411 +411 New
CFA
161
Carroll Financial Associates
North Carolina
$21K 397 -2,277 -85%
SCA
162
Stonebridge Capital Advisors
Minnesota
$21K 395 -395 -50%
IA
163
IFP Advisors
Florida
$21K 393 +2 +0.5%
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$21K 400 +400 New
BFEC
165
Benjamin F. Edwards & Company
Missouri
$17K 320 – –
WPA
166
West Paces Advisors
Georgia
$16.1K 300 +300 New
JCM
167
Jacobi Capital Management
Pennsylvania
$16K 297 -403 -58%
EW
168
Element Wealth
Mississippi
$15K 287 +1 +0.3%
TCM
169
Tradewinds Capital Management
Washington
$15K 271 +1 +0.4%
CFO
170
CVA Family Office
Colorado
$14K 425 – –
PMFA
171
Plante Moran Financial Advisors
Michigan
$13K 237 +28 +13%
EIP
172
Ellis Investment Partners
Pennsylvania
$10K 200 – –
S
173
SignatureFD
Georgia
$10K 193 – –
William Blair & Company
174
William Blair & Company
Illinois
$10K 194 +24 +14%
BFC
175
Bedel Financial Consulting
Indiana
$7K 135 – –
5 6
7
8 9